Industries · Professional and financial services
The operating system for financial advisory (ria).
Cash, aum growth (net new assets) and effective fee, deadlines and decisions for your clients, households and advisors, in one private workspace.
The numbers that matter
Healthy ranges are estimates. Estimates for US small and mid-size operators, not facts about your business. Based on commonly cited RIA benchmarking studies (e.g. Schwab, Fidelity, InvestmentNews).
AUM growth (net new assets)
Typical: 5–10% per year organic
Effective fee
Typical: 0.7–1.0% of AUM
Client retention
Typical: above 95%
Operating margin
Typical: 25–35%
Revenue per advisor
Typical: tracked
Sample weekly scorecard
Illustrative numbers for a business doing about $110,000 a month — not real customer data.
| Measure | Target | Last 4 weeks |
|---|---|---|
| Prospect meetings | ≥ 5 | 5 → 5 → 5 → 5 |
| New households | ≥ 1 | 1 → 1.1 → 1 → 0.9 |
| Net new assets | ≥ $1,000,000 | $1,064,880 → $1,016,780 → $931,270 → $942,790 |
| Client reviews held | ≥ 10 | 10 → 9 → 9 → 10 |
| Households lost | ≤ 0 | 0 → 0 → 0 → 0 |
Compliance reminders
Reminders, not legal advice. State and local rules vary — confirm with the agency.
Form ADV annual updating amendment · annually · federal
Due within 90 days of fiscal year end (March 31 for calendar-year firms).
Annual compliance review · annually · federal
Required for SEC-registered advisers.
Investment adviser representative CE · annually · state
Many states require annual IAR CE.
Questions
- Which numbers does Billionaire OS track for financial advisory (ria)?
- AUM growth (net new assets), Effective fee, Client retention, Operating margin, Revenue per advisor. Each one shows a typical healthy range (Estimates for US small and mid-size operators, not facts about your business. Based on commonly cited RIA benchmarking studies (e.g. Schwab, Fidelity, InvestmentNews)) so you can see where you stand.
- Do I have to enter everything by hand?
- No. Connect your bank or upload a CSV and transactions are sorted automatically into an industry chart of accounts. You review only the ones it is unsure about.
- Does it handle compliance?
- It reminds you of recurring items such as form adv annual updating amendment, annual compliance review, investment adviser representative ce. Rules vary by state, so confirm details with the agency; reminders are not legal advice.
- Can I run more than one business?
- Yes. Each business keeps its own industry pack, numbers and partner access, and you see them side by side.
- How do I try it?
- Start a 14-day trial with no credit card, or open the sample workspace without signing up.
See your own numbers in about 2 minutes.
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